EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$775K
2
+$611K
3
+$277K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$261K
5
CI icon
Cigna
CI
+$239K

Top Sells

1
+$848K
2
+$812K
3
+$505K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$365K
5
EFSC icon
Enterprise Financial Services Corp
EFSC
+$364K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
9
-11
927
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10
928
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+31
929
$1K ﹤0.01%
+36
930
$1K ﹤0.01%
113
931
$1K ﹤0.01%
48
932
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73
-43
933
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33
934
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22
935
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+25
936
$1K ﹤0.01%
20
937
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20
938
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+21
939
$1K ﹤0.01%
26
-19
940
$1K ﹤0.01%
517
941
$1K ﹤0.01%
37
-12
942
$1K ﹤0.01%
113
943
$1K ﹤0.01%
34
-124
944
$1K ﹤0.01%
+50
945
$1K ﹤0.01%
13
-8
946
$1K ﹤0.01%
31
-29
947
$1K ﹤0.01%
41
-95
948
$1K ﹤0.01%
70
-178
949
$1K ﹤0.01%
+48
950
$1K ﹤0.01%
+40
36 37
38
39 40